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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Faithward Advisors
Lancaster,
Pennsylvania
| USD 575 M | +USD 21.7 M | +4% | 6.41% | 119% | 290 | 16.55% | 1.7 |
|
| 2952 |
2952
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 575 M | +USD 76.2 M | +15% | 5.84% | 54.9% | 204 | 17.65% | 1 |
|
| 2953 |
2953
Paradice Investment Management
Denver,
Colorado
| USD 575 M | +USD 9.05 M | +2% | 11% | 72.2% | 29 | 17.24% | 4.3 |
|
| 2954 |
NG
2954
Northstar Group
New York
| USD 574 M | +USD 45.1 M | +9% | 7.38% | 63.9% | 161 | 11.18% | 5.7 |
|
| 2955 |
2955
Columbia Asset Management
Ann Arbor,
Michigan
| USD 574 M | +USD 37.4 M | +7% | 9.02% | 94.1% | 180 | 6.11% | 6.2 |
|
| 2956 |
2956
Essex Investment Management
Boston,
Massachusetts
| USD 574 M | +USD 39 M | +7% | 15.9% | 370% | 332 | 18.07% | 3.6 |
|
| 2957 |
AC
2957
AMS Capital
Sao Paulo,
Brazil
| USD 574 M | +USD 95.5 M | +20% | 4.82% | 63.1% | 20 | 20% | 1.2 |
|
| 2958 |
WPI
2958
Walter Public Investments
Westmount,
Canada
| USD 573 M | +USD 50.7 M | +10% | 6.1% | 72.7% | 44 | 9.09% | 1.7 |
|
| 2959 |
2959
Brasada Capital Management
Houston,
Texas
| USD 573 M | -USD 430 k | -0.1% | 6.77% | 76.5% | 155 | 24.52% | 2.4 |
|
| 2960 |
2960
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 573 M | +USD 30.2 M | +6% | 8.01% | 179% | 80 | 62.5% | 0.4 |
|
| 2961 |
2961
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 573 M | +USD 45.3 M | +9% | 6.09% | 52.1% | 122 | 13.11% | 2 |
|
| 2962 |
2962
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 573 M | +USD 66.1 M | +13% | 6.45% | – | 308 | 16.88% | 0.6 |
|
| 2963 |
2963
CFM Wealth Partners
Austin,
Texas
| USD 573 M | +USD 28.2 M | +5% | 5.22% | 152% | 151 | 8.61% | 3.4 |
|
| 2964 |
2964
Peninsula Wealth
San Francisco,
California
| USD 572 M | +USD 37.5 M | +7% | 5.26% | 30% | 104 | 14.42% | 2.2 |
|
| 2965 |
2965
Mitchell Capital Management
Leawood,
Kansas
| USD 572 M | +USD 4.3 M | +0.8% | 4.39% | 234% | 126 | 23.02% | 3.7 |
|
| 2966 |
2966
Cannon Financial Strategists
Athens,
Georgia
| USD 572 M | +USD 47.6 M | +9% | 6.37% | 56.7% | 101 | 11.88% | 3 |
|
| 2967 |
2967
Great Mountain Partners
New Haven,
Connecticut
| USD 572 M | -USD 254 M | -31% | 6.76% | 95.3% | 2 | 0% | 3.3 |
|
| 2968 |
VHMC
2968
Value Holdings Management Company
Hampton Bays,
New York
| USD 572 M | +USD 24.9 M | +5% | 6.55% | 125% | 32 | 6.25% | 6.4 |
|
| 2969 |
2969
Capital Insight Partners
Scottsdale,
Arizona
| USD 571 M | +USD 41.4 M | +8% | 5.52% | 51.7% | 163 | 7.36% | 3.5 |
|
| 2970 |
2970
GR Financial Group
Tucson,
Arizona
| USD 571 M | +USD 118 M | +26% | 5.45% | 75.4% | 19 | 26.32% | 1.1 |
|
| 2971 |
AMG
2971
Asset Management Group
Stamford,
Connecticut
| USD 571 M | +USD 34.2 M | +6% | 6.69% | 57% | 137 | 5.11% | 7.6 |
|
| 2972 |
2972
Destiny Wealth Partners
Tavares,
Florida
| USD 570 M | +USD 13.8 M | +2% | 4.39% | 63.7% | 165 | 8.48% | 2.4 |
|
| 2973 |
2973
Alpine Woods Capital Investors
Purchase,
New York
| USD 570 M | -USD 78.3 M | -12% | 7.43% | 105% | 189 | 18.52% | 4.6 |
|
| 2974 |
2974
Cigna Investments
Bloomfield,
Connecticut
| USD 568 M | +USD 27.5 M | +5% | 7.09% | 154% | 477 | 8.81% | 5.6 |
|
| 2975 |
2975
SJS Investment Consulting
Sylvania,
Ohio
| USD 567 M | +USD 50.5 M | +10% | 5.91% | 69.4% | 1,730 | 8.15% | 2.1 |
|